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Next-gen Security Premium: Falcon or Phoenix? CrowdStrike is moving in a few directions, with an AI under it all. CRWD PANW ZS S MSFT GTLB NET
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Next-gen Security Premium: The coming wave of Security AI CrowdStrike and SentinelOne are creating LLM-backed SOC tools too. CRWD S MSFT GOOG PANW
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Next-gen Security Premium: CrowdStrike's investor briefing Thoughts on CrowdStrike's investor briefing, and some recent news. CRWD
Earnings Premium: XDR winter How XDR providers CrowdStrike and SentinelOne fared this Q. Next-gen Security CRWD S
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Next-gen Security Premium: The SASE front A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD